IAG Wealth Partners, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 and the average weighting 1.0%.

About JPMORGAN CHASE & CO

JPMorgan Chase & Co is one of the largest financial institutions in the world, with a market capitalization of over $400 billion. The company provides a wide range of financial services, including investment banking, commercial banking, and asset management. JPMorgan Chase & Co has a strong reputation for its expertise in the financial industry, and its leadership team is highly respected.

The company has a long history of success, and it has weathered many economic downturns over the years. JPMorgan Chase & Co has a strong balance sheet, with a healthy amount of capital and liquidity. The company has also been able to maintain a strong credit rating, which is a testament to its financial strength.

JPMorgan Chase & Co has a diverse range of businesses, which helps to mitigate risk. The company has a strong presence in the United States, but it also has a significant international presence. This allows the company to take advantage of growth opportunities in emerging markets.

Overall, JPMorgan Chase & Co is a well-managed company with a strong track record of success. While there are always risks associated with investing in any company, JPMorgan Chase & Co is a solid choice for investors who are looking for exposure to the financial industry.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
IAG Wealth Partners, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$144,585
-0.3%
9970.0%0.04%
+5.3%
Q2 2023$145,003
-7.0%
997
-16.7%
0.04%
-11.6%
Q1 2023$155,981
+16.7%
1,197
+20.1%
0.04%
+10.3%
Q4 2022$133,698
+17.3%
997
-8.7%
0.04%
+2.6%
Q3 2022$114,000
+14.0%
1,092
+23.1%
0.04%
+15.2%
Q2 2022$100,000
-27.0%
887
-11.7%
0.03%
-23.3%
Q1 2022$137,000
-5.5%
1,005
+10.1%
0.04%
-6.5%
Q4 2021$145,000
-0.7%
913
+2.9%
0.05%
-11.5%
Q3 2021$146,000
+5.8%
8870.0%0.05%
+4.0%
Q2 2021$138,000
+3.8%
887
+2.0%
0.05%
-2.0%
Q1 2021$133,000
+9.0%
870
-9.4%
0.05%
+2.0%
Q4 2020$122,000
+31.2%
9600.0%0.05%
+16.3%
Q3 2020$93,000
+1.1%
960
-1.3%
0.04%
-4.4%
Q2 2020$92,000
+2.2%
973
-1.8%
0.04%
-25.0%
Q1 2020$90,000
-44.1%
991
-13.9%
0.06%
-42.9%
Q4 2019$161,0001,1510.10%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
NameSharesValueWeighting ↓
SFI Advisors, LLC 398$54,255,00033.06%
ADAMCAPITAL Gestao de Recursos Ltda. 670,063$91,343,000,00021.43%
Guidance Point Advisors, LLC 400,568$54,605,00020.68%
Global Frontier Investments LLC 339,000$46,212,00017.87%
Courant Investment Management LLC 136,592$18,620,00016.58%
MIZUHO MARKETS AMERICAS LLC 1,697,190$231,361,00014.15%
Paralel Advisors LLC 1,028,000$140,137,0007.75%
PM CAPITAL Ltd 284,889$38,836,0007.59%
CINCINNATI CASUALTY CO 93,000$12,678,0007.38%
Ardent Capital Management, Inc. 79,376$10,821,0007.21%
View complete list of JPMORGAN CHASE & CO shareholders